-27.6%
IBIT vs IEF
-2.3%
-25.3%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.1% | +1.4% | +1.4% |
| 7D | -6.8% | -0.8% | -6.0% | -6.4% |
| 30D | -9.9% | +2.0% | -11.9% | -11.4% |
| 3M | +17.5% | -1.1% | +18.6% | +19.0% |
| 6M | -9.1% | -1.9% | -7.2% | -7.3% |
| YTD | -14.9% | -2.2% | -12.7% | -14.8% |
| 1Y | -27.6% | -2.3% | -25.3% | -27.5% |
| All | -27.6% | -2.3% | -25.3% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded IEF wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling